Day One - 12/4Thursday, December 4, 2025 - ET

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Breakfast & Registration

8:15am - 9:00am

Breakfast & Registration

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Presentation

9:00am - 9:45am

Macro-Economic Distressed/ CRE Environment

Brian Bailey - Senior Managing Director, Head of Research, Trimont

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General Session

9:45am - 10:30am

Economy & Market Dynamics: Navigating Challenges and Opportunities in Loan Portfolio Management

Evaluating how current rates affect borrowers, banks, and loan performance
Assessing the effectiveness of interventions, recession indicators, and alternative economic scenarios
Identifying emerging risks, high-risk vs. attractive loan categories, and regional market dynamics, especially in the South and Southwest
Analyzing national vs. regional institutions, competitive positioning, and evolving banking models
Assessing the impact of tariffs on asset valuations and loan performance
Reviewing upcoming regulations and compliance implications across banking segments
Exploring potential acquisitions, stability concerns, and consolidation drivers
Applying modern risk assessment and portfolio optimization strategies in today’s environment
Reflecting on key market shifts over the past six months and their strategic implications

Jason Alpert - Managing Partner, Castlebar Holdings
Jeffrey Worstell - President, The Mint National Bank
David Balvi - Senior Vice President, Associate General Counsel & Director of Special Assets, Axos Bank
Andre Cuadrado - CEO, Xchange.Loans Inc.
Jon Winick - CEO, Clark Street Capital

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Networking Break

10:30am - 11:15am

Networking Break

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General Session

11:15am - 12:00pm

The Workout Playbook: Risk, Recovery, and Restructuring in Special Assets

Key risks affecting commercial real estate loans and their implications for special servicing
Shifts in relationships between borrowers, lenders, and servicers, including enforcement trends
Creative workout discussions vs. actual agreements. What happens when reserves are depleted?
How does workout and turnaround activity differ by asset type and geography?
Expectations for distressed deal flow, default rates, and their impact on risk strategies
The role of federal tax considerations in structuring distressed asset resolutions
The art of the turnaround: Strategic approaches to loan defaults and forbearance

Chris Swieca - Senior Vice President, Wintrust
Alex O'Brien - President & CEO, Boc Bank
Peter Rizzo - SVP SBA Liquidation Manager, First Bank of the Lake
Jason Alpert - Managing Partner, Castlebar Holdings

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General Session

12:00pm - 12:45pm

C&I Lending Outlook: Rate Sensitivity, Refinancing Trends, and Portfolio Strategy

Current credit availability, spread movements, and what they signal for broader market trends
Shifts in lender risk tolerance, liquidity in secondary markets, and borrower motivations around capital improvements
Evaluating borrower appetite for alternative financing sources and current trends in refinancing activity
Exploring consumer mortgage demand, rate sensitivity, and lending behavior
Projected rate movements and their implications for C&I loan demand
How are institutions scaling C&I exposure and positioning for rate-driven margin pressures?
Identifying new risks from rising rates and margin compression in existing C&I portfolios
Trends in enforcement, use of third-party turnaround professionals, and evolving exit strategies

Jeffrey Scott - Managing Director, BizCap
Chris Reed - Vice President, Comerica Bank
Ana Hernandez - SVP, Senior Commercial Loan Officer, PlainsCapitalBank
Greg Shore - President, Reiger Shore

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Lunch

12:45pm - 1:45pm

Lunch

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General Session

1:45pm - 2:30pm

The Buyers & Sellers Plenary: Exploring Dealflow, Sourcing, Pricing and Portfolio Management/Optimization

What’s new in current deal activity and sourcing strategies?
Preferred asset types, target markets (hospitality, retail, office), and sectors to avoid
Are sellers pricing in risk? Are discounts expected on legacy loans? What pricing trends are emerging?
Success Stories: Standout acquisitions and what made them successful

What’s new in current disposition activity and strategies for troubled assets?
Which asset types are moving fastest — and which are hardest to sell? (hospitality, retail, office, residential)
Are sellers pricing in risk appropriately? What pricing trends are emerging across asset classes?
How technology platforms are streamlining asset disposition and improving offer transparency
Data-backed pricing strategies: Why overpricing delays closings but doesn’t change outcomes

Mahmood Motani - Managing Member, Sena Capital
Steve Hislop - Managing Director, Midwest
Preston Ball - Director of Acqusitions, Fairview Partners Investment Management
David Gadish - Partner, Geffen Real Estate

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General Session

2:30pm - 3:15pm

Office, Retail, Hospitality: Sector-Specific Strategies for a Volatile CRE Market

Forecasting office and hotel distress over the next 6–12 months
What strategies are investors and lenders using to uncover value in a volatile market?
What are the most attractive capital sources? How are terms shifting across the capital stack?
Hotel Recovery: Performance trends across brands, independents, luxury, and economy segments
What is the current landscape for hotel receivership deals and restructuring activity?
Exploring value-add opportunities
Identifying and underwriting repositioning plays in hospitality
Which office markets are stabilizing? Which are still under pressure?
Comparing performance across Class A, suburban vs. urban, and primary vs. secondary markets
How necessity-based and experiential retail are performing among shifting consumer behavior
Creative reuse and conversions of underperforming retail assets in mixed-use and community-driven formats

Derek Schuster - Senior Director Investments - Auction Services, Marcus & Millichap
Joe Corcoran - Managing Director, Douglas Wilson Companies
Robert Records - Director, Special Serving, SitusAMC
Pam Goodwin - CEO, Goodwin Commercial Properties
Michael Jimenez - Founder & CXO, Xchange.Loans Inc.

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Networking Break

3:15pm - 3:45pm

Networking Break

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Roundtable Discussions

3:45pm - 4:15pm

Receivership vs. Bankruptcy: Strategic Decision-Making in Asset Recovery

Understanding the legal criteria, timing considerations, and potential rewards—and pitfalls—of initiating an involuntary bankruptcy
Exploring how debtors may resist filings, the legal and reputational risks of failed attempts, and the possibility of sanctions
Best practices for coordinating creditor actions, minimizing conflict, and avoiding unintended consequences during bankruptcy proceedings
How has the use of receiverships shifted in today’s market? When is it a more viable alternative to bankruptcy?
Which sectors and geographies have been most affected by distress? How does this impact receivership strategy?
Leveraging Article 9 structured exits as an alternative to foreclosure or bankruptcy
Lesser-known execution hurdles, success factors, and the importance of selecting the right receiver for the asset and situation
Key elements of the initial court order and powers granted to the receiver
Ongoing reporting obligations
Insights from difficult receiverships—what went wrong? What could have been done differently?

Rick Levin - Auctioneer & Broker, Rick Levin & Associates
Jim Paul - Director: State & Federal Court Appointed Receivership, ALPS Group

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Roundtable Discussions

4:15pm - 4:45pm

Cracks in the Credit Cycle: Navigating Consumer and Small Business Lending Risks

Analyzing the uptick in consumer credit card, auto loan, and small business loan defaults—and what it signals for 2026
How inflation, wage stagnation, and student loan repayments are impacting consumer creditworthiness
Sectors under stress, from retail to restaurants, and how banks are adjusting underwriting standards
How regional banks and credit unions are recalibrating risk appetite and loan terms
CFPB and OCC focus areas in consumer protection and fair lending enforcement
The role of alternative lenders in both expanding access and introducing new risk dynamics
Tools and tactics for monitoring, mitigating, and pricing risk in consumer and SMB portfolios.

Joe Arie - President Commercial & SBA Lending Division, Bank of Edison

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Roundtable Discussions

4:45pm - 5:15pm

Bank Loans, Rural Resilience, and Agricultural Finance

The role of banks in agricultural lending.
Trends in loan performance, credit access, and borrower risk.
Federal relief programs, how are they doing for this sector? Borrowing up or down?
Strategies for supporting farmers facing foreclosure or debt restructuring.
Innovations in rural finance and cooperative lending models.
Policy responses under the One Beautiful Bill and it’s effect on agriculture industry

Phil Love - President & CEO, Pactola Commercial & Agricultural Lending
Gary Stoley - Credit Risk Advisory Services, Pactola Commercial & Agricultural Lending

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Cocktail Reception

5:15pm - 6:15pm

Networking Cocktail Reception

Day One - 12/4Thursday, December 4, 2025 - ET

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